The attachments filter, a powerful feature of our platform, allows you to efficiently filter the view to only the deductions containing attachments and proof documentation tagged as any of our attachment types (BOL, POD, EDI Doc, Other...). This filter eliminates the need to open the details page of each deduction, one at a time, to learn this information. We understand that this tool can be confusing, so we've created this help article to provide you with best practices for using the attachments filter, whether you're on the deductions list view page or setting up auto-disputing criteria.
With or Without: The first step when using the filter is to decide whether you're trying to identify deductions that include (with) a set of desired attachment file types or ones that exclude (without) them.
All (of) or Any (of): Once the first step is completed, you can now decide whether you want the result to be limited to only deductions with or without the entire set of selected attachment types or to include those with or without any combination of the targeted proof documentation. NOTE: the difference between these only applies when selecting more than one attachment type.
So what does each combination mean? In the examples below, we will use BOL and POD as the two attachment types being targeted.
With + ALL: This use case will result in a list of deductions, including a POD and a BOL.
With + ANY: This combination results in a list of deductions that include either just a BOL, just a POD, or both a POD and a BOL.
Without + ALL: The resulting list will be limited to deductions for missing BOLs and PODs.
Without + ANY: this combination will result in a list of deductions that are missing just BOLs, just PODs, or both BOLs and PODs.
Notes on the limitations of our proof documentation categorization
While our technology allows us to automatically fetch proof documentation, categorize it, and attach it to its corresponding deduction(s) based on PO numbers, our backend systems sometimes cannot determine the type of proof documents we've retrieved. In that case, we tag those attachments as "Other." As a result, we recommend including "attachment type = Other" when using the attachment filter.